Bull Oak Capital, LLC
CIK Number: 0001824263
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 598.25 | -0.09% | 93.16K | +17.60% | 54.84M | 494.16 | 30.50% |
| 2 | AVUS | Avantis U.S. Eq... | 97.58 | -0.01% | 257.51K | -0.5% | 24.96M | 95.15 | 13.88% |
| 3 | IEFA | iShares Core MS... | 81.08 | +0.21% | 323.31K | +11.21% | 22.72M | 70.87 | 12.64% |
| 4 | SHV | iShares Short T... | 110.28 | +0.03% | 130.72K | +311.43% | 14.39M | 110.15 | 8.00% |
| 5 | AVUV | Avantis U.S. Sm... | 89.58 | +0.15% | 123.83K | +0.11% | 11.95M | 95.95 | 6.65% |
| 6 | SPLG | SPDR Portfolio ... | 70.25 | -0.07% | 137.13K | -8.04% | 9.45M | 61.39 | 5.26% |
| 7 | SPAB | SPDR Portfolio ... | 25.32 | +0.10% | 320.35K | -50.67% | 8.01M | 25.27 | 4.45% |
| 8 | VO | Vanguard Mid Ca... | 272.01 | +0.17% | 26.68K | +4.44% | 7.05M | 248.08 | 3.92% |
| 9 | IBIT | iShares Bitcoin... | 59.03 | -0.79% | 124.73K | +426.36% | 6.62M | 49.81 | 3.68% |
| 10 | GOVT | iShares U.S. Tr... | 22.75 | +0.07% | 229.44K | -40.16% | 5.27M | 22.77 | 2.93% |
| 11 | BSV | Vanguard Short-... | 78.19 | +0.06% | 54.01K | +75.88% | 4.17M | 76.74 | 2.32% |
| 12 | AVDV | Avantis Interna... | 78.39 | -0.02% | 62.97K | +9.53% | 4.1M | 70.18 | 2.28% |
| 13 | VUG | Vanguard Growth... | 419.50 | -0.18% | 2.98K | +0.10% | 1.22M | 383.96 | 0.68% |
| 14 | VTV | Vanguard Value ... | 172.94 | +0.09% | 5.57K | +0.58% | 943.63K | 174.54 | 0.52% |
| 15 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 1.51K | +18.17% | 636.11K | 349.77 | 0.35% |
| 16 | INTU | Intuit Inc. | 754.62 | -1.34% | 871 | 0.00% | 547.42K | 511.19 | 0.30% |
| 17 | SPY | SPDR S&P 500 ET... | 597.18 | -0.06% | 865 | +17.69% | 506.88K | 531.66 | 0.28% |
| 18 | FRDM | Freedom 100 Eme... | 38.95 | +0.44% | 13.74K | -92.55% | 449.12K | 33.95 | 0.25% |
| 19 | ADBE | Adobe Inc. | 377.76 | -1.29% | 952 | 0.00% | 423.33K | 517.78 | 0.24% |
| 20 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 1.95K | 0.00% | 261.91K | 87.87 | 0.15% |
| 21 | DFUV | Dimensional US ... | 41.32 | +0.22% | 5.85K | -1.9% | 239.38K | 34.02 | 0.13% |
| 22 | SCHD | Schwab U.S. Div... | 26.61 | -0.39% | 8.1K | +181.71% | 221.35K | 28.18 | 0.12% |
| 23 | BAC | Bank of America... | 45.01 | +1.75% | 4.98K | +100.00% | 218.74K | 43.95 | 0.12% |
| 24 | QQQ | Invesco QQQ Tru... | 528.82 | -0.05% | 411 | +100.00% | 210.12K | 511.23 | 0.12% |
| 25 | VTI | Vanguard Total ... | 294.00 | 0.00% | 707 | +0.14% | 204.75K | 216.53 | 0.11% |
| 26 | SRE | Sempra | 74.28 | +0.27% | 2.32K | -54.08% | 203.76K | 83.63 | 0.11% |